We redefine what it means to be a partner in retirement.

At Fisher, we specialize in small business retirement. As a result, we act as your advocate and have the knowledge, resources and clout to champion your needs.

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Rated One Of America's Top Advisers

Better advice, better outcomes

Fisher significantly outperforms on three key drivers of wealth creation.

14
Higher employee participation rates1
15
Higher plan participant savings rate1
86
Lower fund fees2

Save More. Invest Smarter.

Our wealth generating services enable better participant outcomes.

A Tax Deferred Retirement Plan Savings after 20 years shows an additional $633K in gains compared to industry.

See case study for assumptions. See the comparison of the industry average for fund performance, fund fees and participant deferral rates vs the Fisher average; assumes starting age is 45 with a salary of $250,000 and a starting balance of $100K.

Money Better Spent

Our advisory model maximizes for value generation, so less of your fee goes to non-wealth generating services.

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Wealth Generating Fees

Advisor | Wealth Generating

Fisher never accepts commissions, always putting your interests first. Some plans pay 3X more on fund fees because many brokers/advisers select funds that pay higher commissions.

Non-wealth Generating Fees

Record Keeper & TPA Fees

Some plans pay 2X more on Record Keeper and TPA fees because their broker/plan advisor select vendors that pay higher commissions.

Fisher never accepts commissions, always putting your interests first. As a result, we champion your needs to get more out of your vendors, without increasing costs.

First class for the price of economy.

We are champions for the needs of small businesses. And because we specialize in small business retirement plans, we have the knowledge, resources and clout to help you get more out of your vendors without increasing costs. It’s like moving from economy to first class at little or no additional cost.

First class for the price of economy.

The Fisher Advantage

Superior Financial Guidance

As one of America's top financial advisors, we work with you to optimize your retirement program and provide ongoing one-on-one financial guidance to maximize wealth creation.

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Female retirement advisor working with employee participant on 401(k)

DIFY (Do It For You) Approach

Our servicing solutions focus on doing everything we can for you. From acting as a single point of contact for your plan to selecting your investments, we provide services that many other advisers can't or won't provide.

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Employee meeting discussing 401(k) plans

Your Interests First

Incentive structures that are aligned with your success. No revenue sharing, no kick-backs or commissions. When you do better, we do better.

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Contact us for a complimentary plan analysis.

Fee Analysis

Description

We break down your existing plan fees—how much you pay and to whom—and compare them to the industry average and what you could be paying with Fisher.

Plan Benchmarking

Description

We benchmark the fees and services of your plan relative to similar plans in the industry.

Plan Design Analysis

Description

We analyze your current plan features, and help you understand how these features work.

Plan Illustration

Description

We do customized projections showing what a particular plan type could look like for your specific business (including cost-benefits).

Investment Analysis

Description

Receive an analysis of the quality and cost of your existing lineup and how it compares to industry benchmarks, and what you could be paying with Fisher.

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Get your free analysis

Call us at (844) 343-4015 or

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  • 1Industry Average rates based on the 2020 Vanguard Retirement Plan Access™ Study-Small Business Edition. The Fisher Client Average rates are based on Fisher plans utilizing Ascensus as their recordkeeper as of 4/27/2021.
  • 2Industry Average data is based on Fiduciary Benchmarks, Inc Plan Profile Report for a $2mil 401(k) plan with 50 participants as of 12/31/20, The Industry Average fund fee (.48%) was calculated by taking 32% of the industry average total plan fees (1.49%), as this is the average proportion of the fee allocated to investment managers in the report. The Fisher Average fee (1.40%) represents the fees an average Fisher Investments 401(k) client would pay as of 12/31/20, based on a $2mil 401(k) plan with 50 participants; Ascensus for bundled recordkeeping (.33%); and the weighted average fund expense ratio based on actual client investment allocations (.07%).
  • 3Wealth-generating fees are defined as plan advisor fees & fund fees; non-wealth generating fees are defined as all other fees, including recordkeeper and third party administrator fees.
The Real Cost of the Average 401(k)
A book cover that reads: The real cost of the average 401(k)